Food companies are being pressed on all sides – squeezed between climate risks, scrutiny on stressed supply chains and changing consumer tastes and investor expectations.
Join us on Oct 26, 2022, at 4:00 PM BST (11:00 AM EDT), to explore the latest research from Planet Tracker and Inevitable Policy Response (IPR) , with special guest Profundo.
Panelists will lay out how impacts from climate and nature transition risk radiate from soft commodities sectors down the supply chain to food and agriculture companies.
Discussion will tie together new fundamental analysis by Planet Tracker on Nature-Dependent Exporters, dissect Profundo’s work on operating margins driven by the beef and soy supply chain, and discuss new supply chain analysis leveraging key value drivers from the Inevitable Policy Response (IPR). Focus will be on demonstrating a new quantitative approach to understanding how companies’ value might be affected, including insights into how forward-looking operational and commercial responses can mitigate the risk and create greater long-term value.